Learning Path

Money Small Business Owners by Qnity

Welcome to Money SBO by Qnity. A simple, visual and actionable financial management curriculum, specifically designed for small business owners - also known as SBO’s - and their leaders.

What You Will Learn:

Built for SBOs (and leaders): A simple, visual, and actionable financial management learning path for SBOs and leaders—five connected courses that build toward financial wellness and profitability.
Core financial fundamentals: Covers key financial roles, P&L basics, inventory fundamentals, and common financial challenges.
Turn data into decisions: Learn to analyze statements, benchmark performance, use “Zoom In/Out,” and focus on profitability drivers while empowering your team.
Plan + execute for profit: Build budgets and profit improvement plans using tools/spreadsheets, then set targets, track progress, and drive growth—complete all courses to unlock a badge.

Enroll in this learning path and begin your journey to improving your skills.

17 Lessons

Money SBO: Foundations by Qnity

Welcome to Money SBO by Qnity. A simple, visual and actionable financial management curriculum, specifically designed for small business owners - also known as SBO’s - and their leaders.

14 Lessons

Money SBO: Getting the Numbers by Qnity

This course covers essential financial roles, the key components of a P&L statement, inventory management basics, and the one crucial action to transform your financial future. Learn how to tackle common financial challenges for business success.

15 Lessons

Money SBO: Behind the Numbers by Qnity

This course covers analyzing financial statements, empowering your team, and benchmarking performance. You’ll master the Zoom In/Out strategy, focus on key profitability drivers, and get practical tips to improve financial management.

12 Lessons

Money SBO: Money Plan by Qnity

Learn how to budget effectively, delegate spending with control, and use digital tools to drive profit. This course we'll take a look at some digital tools and spreadsheets you can utilize to create a simple, strategic profit improvement plan.

16 Lessons

Money SBO: Profit by Qnity

This course provides actionable strategies for engaging your team around financial metrics, tracking progress, setting targets, and identifying growth-driving actions.

Ready to earn the Money SBO by Qnity badge?

Complete all courses in the learning path to unlock your badge. Once unlocked, your badge will appear in My Dashboard.